27 Best Notion Finance Tracker Templates in 2025
Taking control of your finances can feel daunting, but with the right tools, it can become a manageable and even enjoyable process. This post showcases 27 of the best Notion finance tracker templates, designed to help you streamline your budgeting, track expenses, and achieve your financial goals. Whether you're a meticulous budgeter or just starting to get organized, there's a template here to suit your needs and style.
From simple expense trackers to comprehensive financial management systems, these templates offer a range of features and price points. We've categorized them to help you easily find the perfect fit, whether you need to track investments, manage shared expenses, or simply keep tabs on your monthly budget. Let's dive into the world of Notion finance templates and discover the perfect solution for your financial well-being.
Notion Finance Templates
1. Money Tracker (Expenses, Budget, Income)
This intuitive template takes the popular Easlo Expense Tracker to the next level with Notion's vibrant design. Perfect for both personal budgeting and project tracking, it gives you a complete financial overview without the complexity.
Whether you're tracking daily expenses or managing complex project budgets, its visual approach transforms numbers into actionable insights. The template's clean interface makes financial management feel less like a chore and more like a natural part of your workflow.
What's inside:
- Track expenses effortlessly with a user-friendly interface.
- Set and manage budgets to stay on track with your financial goals.
- Monitor income streams for a complete financial overview.
- Enjoy a visually appealing design leveraging Notion's native features.
- Based on the popular Easlo Expense Tracker, with enhanced functionality.
2. Simple Finance Tracker
A clean, no-frills template that makes financial tracking feel effortless. Its straightforward approach helps you visualize spending patterns and make smarter money decisions without getting lost in unnecessary features.
Built with simplicity in mind, it strips away the complexity often found in financial tools while maintaining powerful tracking capabilities. Perfect for those who want a clear view of their finances without drowning in features they'll never use.
What's inside:
- Track income and expenses with dedicated sections.
- Create a detailed budget to monitor your spending.
- Visualize your financial data for better understanding.
- Easily categorize transactions for insightful analysis.
- Maintain a clean and organized financial overview.
3. Finance OS
Your financial command center with a mobile-first design. Beyond basic tracking, it offers insightful charts for everything from bank accounts to investments, making complex financial data digestible and actionable.
The template shines in its ability to handle everything from daily transactions to long-term wealth building, all while keeping the interface clean and intuitive. It's like having a personal financial advisor right in your Notion workspace.
What's inside:
- Visualize your finances with charts for bank accounts, income, and expenses.
- Effortlessly track monthly income, expenses, and savings with the comprehensive budget tracker.
- Organize expenses with custom categories for deeper financial insights.
- Never miss a payment or forget to cancel with the built-in subscriptions tracker.
- Monitor investment performance at a glance with the dedicated investments tracker.
4. Split Bills & Expenses
Kiss spreadsheet chaos goodbye with this smart expense-sharing solution. Perfect for roommates, group trips, or shared households, it automatically calculates who owes what, eliminating those awkward money conversations.
The template's flexible design adapts to any sharing situation, from splitting monthly bills to tracking vacation expenses. No more confusion about who paid for what - everything stays crystal clear and fairly distributed.
What's inside:
- Record and track shared expenses with ease.
- Automatically calculates who owes whom.
- Provides a clear overview of outstanding balances.
- Easily adaptable to various sharing situations.
- Simple and intuitive interface for effortless use.
5. Personal Finance Tracker, Budgets, Investing
A robust system that covers all financial bases - from daily expenses to investment portfolios. It's built for those serious about wealth building, offering tools for debt management, goal tracking, and habit formation.
Beyond just tracking numbers, this template helps you develop a healthier relationship with money through integrated habit tracking and goal setting. It's perfect for anyone ready to level up their financial game.
What's inside:
- Track income, expenses, and net worth with detailed transaction logging.
- Set and monitor financial goals, including sinking funds and a wishlist.
- Manage budgets effectively with customizable categories and spending limits.
- Track investments, debts, and insurance policies in one centralized location.
- Develop positive financial habits with integrated habit trackers.
6. Budget Tracker
A streamlined solution that cuts through the complexity of financial management. It handles multiple accounts and budgets while keeping the interface clean and user-friendly.
The template's intuitive design makes it easy to spot spending patterns and adjust your budget on the fly. It's the perfect balance of power and simplicity for everyday money management.
What's inside:
- Track income and expenses effortlessly.
- Manage multiple accounts in one place.
- Create and monitor your budget effectively.
- Gain a clear overview of your financial situation.
- Plan for future financial goals.
7. Ultimate Finance OS
Ditch those scattered spreadsheets for this all-in-one financial hub. With quick-access tools and visual insights, it transforms mundane money management into an organized system that actually makes sense.
From recurring bills to savings goals, everything has its place in this comprehensive dashboard. The visual approach helps you spot trends and make better financial decisions without getting lost in the details.
What's inside:
- Track income and expenses with intuitive trackers.
- Set and monitor progress towards your financial goals.
- Effortlessly manage your budget with user-friendly tools.
- Organize accounts and categorize finances for clarity.
- Visualize your financial data with informative charts.
8. Finance Tracker
A powerhouse template that connects directly with your bank accounts (where supported) to automate financial tracking. It turns raw transaction data into meaningful insights about your spending habits.
The clean interface makes it a breeze to categorize expenses and monitor your budget progress. Perfect for those who want their financial tracking to be both thorough and hands-off.
What's inside:
- Track income and expenses with detailed categorization.
- Manage multiple budgets for different spending areas.
- Monitor subscription services and identify potential savings.
- Visualize your financial progress with charts and graphs.
- Option to link bank accounts for automated data entry (where supported).
9. Personal Finance Tracker, Budgets, Expense, Money
A comprehensive money management system that doesn't overwhelm. It brings together all aspects of your finances - from daily transactions to long-term planning - in one intuitive workspace.
The template excels at helping you build better money habits while working toward your financial goals. It's like having a personal financial coach guiding you every step of the way.
What's inside:
- Track income and expenses with detailed transaction logging.
- Create and manage budgets across multiple accounts.
- Monitor investments, debts, and insurance policies in one place.
- Set and track financial goals, including sinking funds and wishlists.
- Develop and monitor positive financial habits.
10. Ultimate Finance Tracker
A complete financial command center that puts you in control of your money. This all-in-one dashboard makes it simple to track everything from daily expenses to long-term savings goals.
The visual approach helps you understand your spending patterns at a glance, making it easier to stick to your budget and reach your financial objectives. Perfect for visual learners who want to master their money.
What's inside:
- Set and track monthly budgets to stay on top of your spending.
- Establish and monitor progress towards your saving goals.
- Easily record and categorize both your income and expenses.
- Visualize your monthly financial performance with clear charts and graphs.
- Gain a comprehensive overview of your financial health.
11. PLR Finance Tracker
A beautifully designed template that proves financial organization can be both functional and aesthetically pleasing. It combines style with substance to make money management actually enjoyable.
The template's thoughtful layout helps you stay on top of income, expenses, and financial tasks without feeling overwhelmed. It's like having a personal financial planner with an eye for design.
What's inside:
- Track income and expenses with ease.
- Stay organized with a dedicated to-do list for financial tasks.
- Customize expense categories to match your specific needs.
- Monitor your savings progress towards your goals.
- Keep track of your wishlist items.
12. Budget Calculator & Finance Planner
A smart template that takes the guesswork out of budgeting. It automatically crunches your numbers and provides clear insights into your financial health.
The built-in calculators and planners help you make informed decisions about your money without needing a finance degree. It's perfect for those who want their budget to work smarter, not harder.
What's inside:
- A built-in budget calculator helps you track income and expenses.
- Plan your income effectively with dedicated income planning sections.
- Set and monitor your savings goals with a dedicated savings planner.
- Conduct insightful financial analysis to understand your spending patterns.
- Easily visualize your financial progress.
13. All in one Family Budget Tracker with charts
A family-focused financial hub that keeps everyone on the same page. With quick-add buttons and visual breakdowns, it makes tracking household finances actually manageable.
The template's charts and dashboards give you a bird's-eye view of your family's spending patterns, helping you make better decisions together. It's like having a family CFO in your pocket.
What's inside:
- Visualize your finances with month-over-month dashboards and pie charts.
- Track income and expenses with itemized budgets and customizable categories.
- Easily add transactions using quick add buttons and built-in dropdowns.
- Monitor your progress towards financial goals with a dedicated savings tracker.
- See a yearly summary of your spending to plan for the future.
14. Regular payments
A no-nonsense solution for keeping track of bills and subscriptions. Stop juggling payment dates in your head - this template remembers everything for you.
The straightforward layout helps you stay ahead of due dates and avoid late fees. Perfect for anyone tired of surprise charges hitting their account.
What's inside:
- A table to list all your recurring payments with columns for name, amount, due date, and payment method.
- A visual overview of upcoming payments for easy planning.
- Categorization options to organize your payments by type (e.g., bills, subscriptions).
- Space to add notes or important details for each payment.
- A simple and intuitive design for easy navigation and use.
15. Subscriptions Tracker
A dedicated workspace for managing your growing list of subscriptions. From streaming services to software licenses, keep everything organized in one spot.
The template helps you spot unnecessary expenses and plan for renewal dates, putting you back in control of your recurring costs. No more forgotten trial periods or surprise renewals.
What's inside:
- Categorize subscriptions for easy organization.
- Calculate the total cost of all your subscriptions.
- View upcoming renewal and expiration dates at a glance.
- Analyze your spending with helpful cost overview charts.
- Add notes to each subscription for important details.
16. Multi-currency Finance Tracker
A sophisticated template that handles multiple currencies without breaking a sweat. Perfect for international professionals or anyone managing money across borders.
Track expenses, income, and transfers in any currency while maintaining a clear picture of your overall financial health. The automatic exchange rate calculations make cross-border money management actually manageable.
What's inside:
- Manage finances across unlimited currencies without conversion.
- View consolidated analytics in a chosen main currency.
- Categorize expenses with spending limits for better control.
- Easily track income and expenses with automatic balance calculations.
- Transfer funds between accounts, including different currencies, with automatic exchange rate calculations.
17. Finance OS
A powerhouse system that makes complex financial management feel effortless. From income tracking to investment monitoring, everything flows together seamlessly.
The template's automated reports and intuitive dashboards help you stay on top of your finances without getting buried in spreadsheets. It's like having a personal financial assistant working 24/7.
What's inside:
- Track and categorize income from various sources.
- Monitor and manage expenses for a clear financial picture.
- Manage multiple financial accounts, budgets, and savings funds.
- Generate automated monthly reports for comprehensive financial insights.
- Track investments, debts, and monitor your net worth.
18. Debt Tracker
A focused template that turns overwhelming debt into manageable chunks. Track multiple creditors, payment schedules, and progress all in one organized space.
Watch your debt shrink with motivating progress charts and clear payoff strategies. It's the perfect companion for anyone serious about becoming debt-free.
What's inside:
- A comprehensive dashboard provides a clear overview of all your debts and progress.
- Detailed creditor tracking allows you to monitor balances, payment history, and contact information.
- Visual debt overviews and progress charts help you monitor your debt reduction.
- Smart debt payment tracking automatically calculates your remaining balances and updates your progress.
- Automated reminders and alerts ensure you never miss a payment.
Notion Investing & Trading Templates
19. Stocks Investment Tracker
A powerful combo of Notion and Google Sheets that takes the complexity out of portfolio management. Track your investments, monitor performance, and calculate returns without the usual headaches.
The template's dynamic charts and automated calculations help you make data-driven investment decisions. Perfect for both new and seasoned investors who want better portfolio insights.
What's inside:
- Track and organize all your stock investments in one place.
- View live stock prices directly within the template via integrations or embeds.
- Automatically calculate your profit/loss for each stock and your overall portfolio.
- Generate portfolio overview charts to visualize your investment performance.
- Includes both a Notion template and a corresponding Google Sheets spreadsheet.
20. Trading Studio
A professional-grade workspace for serious traders. Document your trades, test strategies, and analyze performance all in one organized system.
The integrated economic calendar and comprehensive analysis tools help you refine your trading approach and spot winning patterns. It's like having a trading journal and analysis platform rolled into one.
What's inside:
- Track all trades, paper trades, and backtesting results in a single, organized space.
- Utilize database, calendar, and gallery views for intuitive data access and analysis.
- Filter and analyze trades by week, month, and year-to-date to identify patterns.
- Includes an integrated economic calendar for staying up-to-date on market events.
- Record trading notes and strategies to improve performance and refine your approach.
21. Trading Journal Notion Template
A ready-to-use trading companion that helps you learn from every trade. Track your moves, analyze patterns, and improve your strategy without complex setup.
The pre-built dashboards and analysis tools make it easy to spot what's working and what isn't. Perfect for traders who want to turn their experience into expertise.
What's inside:
- Track key trade details systematically, including entry/exit points and profit/loss.
- Analyze trading strategies using historical data for better decision-making.
- Monitor monthly and yearly performance to identify trends and areas for improvement.
- Easily spot major losses and profitable trades to optimize your approach.
- Benefit from numerous pre-defined variables for in-depth analysis.
Notion Life Management Templates
22. Life OS 1.O
A comprehensive life management system where finances are just one piece of the puzzle. Seamlessly integrate your money management with other life goals and projects.
The template helps you see how your finances connect to other areas of your life, from goal setting to habit building. It's like having a personal life coach and financial advisor in one.
What's inside:
- Manage projects, tasks, and goals with dedicated databases.
- Track finances, habits, and fitness progress.
- Maintain a journal, reading list, and shopping lists.
- Centralize notes, resources, and important references.
- Visualize your aspirations with a dedicated vision board.
23. Ultimate Life Planner Aesthetic
A visually stunning template that makes life planning - including finances - actually enjoyable. Combine practical money management with beautiful design.
Beyond just tracking numbers, this template helps you create a lifestyle that aligns with your financial goals. Perfect for those who believe organization should be both functional and beautiful.
What's inside:
- Track your habits and build positive routines effortlessly.
- Manage your finances with integrated budgeting and expense tracking.
- Plan your meals and grocery shopping with dedicated sections.
- Organize your travel plans and itineraries in one convenient place.
- Set and monitor your goals with progress trackers and vision boards.
24. Glow-up Dashboard
A holistic approach to personal development that includes smart financial planning. Track your progress across multiple life areas while keeping your money goals in focus.
The template helps you see how your financial habits connect to your overall well-being and personal growth. It's self-improvement with a solid financial foundation.
What's inside:
- Plan your week and month with dedicated planners.
- Track your daily habits and progress towards your goals.
- Journal your thoughts and emotions for self-reflection.
- Manage your finances and track your spending.
- Organize household tasks and meal planning with dedicated sections.
25. Home OS
A complete household management system with robust financial tracking built in. Perfect for families or shared living situations where money management needs to be collaborative.
Keep everyone in the loop with clear expense tracking, shopping lists, and budget management. It's like having a family command center with a focus on financial harmony.
What's inside:
- Track household members, their contact info, and assigned tasks.
- Manage finances, recording income, expenses, and who made each transaction.
- Schedule and track home maintenance and repairs, including associated costs.
- Create smart shopping lists linked to household members and finances.
- Plan meals, assign cooks, and ensure necessary ingredients are on the shopping list.
26. Life OS - Ultimate Second Brain
A sophisticated system that treats financial management as part of your broader knowledge management strategy. Connect your money decisions with your goals, projects, and ideas.
The template helps you build better financial habits by integrating money management into your daily workflow. It's perfect for productivity enthusiasts who want their finances to be part of their second brain.
What's inside:
- Track your finances and budget effectively.
- Set and monitor personal goals with progress tracking.
- Plan your day and week with detailed daily and weekly views.
- Organize your home and personal projects.
- Capture and manage ideas using a powerful second brain system.
Notion Yearly Planner Templates
27. 2024 Yearly Plans and Goals
A strategic planning powerhouse that puts financial goals in context with your broader business objectives. Perfect for entrepreneurs and small business owners.
The template helps you turn big financial goals into actionable monthly targets while keeping your content and marketing aligned. It's like having a business strategist and financial planner in one.
What's inside:
- Set and track SMART goals for the entire year.
- Break down yearly goals into manageable monthly plans.
- Monitor progress and make data-driven adjustments.
- Plan content for social media, blogs, and marketing campaigns.
- Track finances with dedicated sections for budgeting and expense tracking.
Conclusion
This curated list of Notion finance tracker templates offers a diverse range of options to suit every financial need and preference. Whether you're looking for a simple expense tracker or a comprehensive system for managing investments and debt, you'll find a template that empowers you to take control of your finances and work towards your financial goals.
By utilizing these templates, you can gain valuable insights into your spending habits, create realistic budgets, and track your progress towards financial freedom. Embrace the power of organization and visualization to simplify your financial life and achieve greater financial clarity and success.
